Bowling Green, KY Office

Team
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Kinetic Investment Management, Inc. logo

Kinetic Investment Management, Inc.

Multi-team

Firm-wide stats for Kinetic Investment Management, Inc.

Total advisors

33

Across 15 offices

Clients per advisor

44 Low

Avg AUM per client

$306,852 Low

HNW client ratio

5% Very Low

About

Kinetic Investment Management serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and business entities with ongoing portfolio management, financial planning, and sub‑advisory/back‑office services. The firm also offers occasional educational seminars and workshops for prospective and ongoing clients and advises across a broad set of asset types, including real estate and non‑traded real estate investments.

The firm develops Investment Policy Statements to document client goals and risk tolerance and typically provides discretionary management using a mix of analytical methods (fundamental, technical, quantitative, qualitative, charting, and cyclical) and a primarily long‑term trading approach. Kinetic may allocate portions of client portfolios to higher‑risk, potentially illiquid investments (for example, non‑traded REITs and energy MLPs) when appropriate, and it directs clients to internally managed strategies or to third‑party advisers on its platform.

Kinetic is notable among peers for operating from multiple offices (16) and for providing formal sub‑advisory and administrative services to other RIAs while sharing platform fees with certain third‑party managers. The brochure also discloses that some personnel are licensed insurance agents and accountants and that the firm uses disclosure, a Code of Ethics, and compliance procedures to address related conflicts of interest; it also recommends a specific custodian (Fidelity) as part of its service model.

Based on Kinetic Investment Management, Inc.

Expertise

Wealth management Retirement income strategy General tax planning

Based on Kinetic Investment Management, Inc.

Location

843 Fairview Ave

Bowling Green KY 42101

Advisors at this office

4

Advisors at this office

user avatar

Luke B

Series 65

Bowling Green, KY

Kinetic Investment Management, Inc.

Luke Brown is a financial advisor at Kinetic Investment Management, Inc. in Bowling Green, KY, holding a Series 65 designation with one year of industry experience. Prior to his current role, he worked with Biggs Financial Services and spent four years with the Pittsburgh Pirates. He also prepares and files individual tax returns for the IRS on a commission basis. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities, managing approximately $348 million in assets across 1,250 client relationships with a team of 20 advisors. The firm offers portfolio management, financial planning, sub-advisory, and back-office services, using a mix of analytical methods with a primary long-term trading orientation.

Wealth management Retirement income strategy General tax planning
user avatar

Mark B

Series 65

Bowling Green, KY

Kinetic Investment Management, Inc.

Mark Biggs is a financial advisor with Kinetic Investment Management, Inc. He holds a Series 65 credential and has four years of industry experience. Prior to joining Kinetic, he worked at Simplicity Wealth and Magnolia Wealth Management LLC. Outside of his advisory role, he owns and operates Biggs Financial Services, LLC, a firm that prepares tax returns and offers insurance services. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm employs a long-term, discretionary investment approach using various analytical methods and offers exposure to a broad range of asset types including real estate and non-traded real estate investments.

Wealth management Retirement income strategy General tax planning
user avatar

Jackson S

Series 65

Bowling Green, KY

Kinetic Investment Management, Inc.

Jackson Sowell is a financial advisor at Kinetic Investment Management, Inc. with three years of industry experience. He holds a Series 65 designation and has worked with firms including Simplicity Wealth and Biggs Financial Services. Outside of his advisory role, he is involved in several real estate partnerships and owns an independent real estate business. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm employs a primarily long-term trading approach across diverse asset types and operates multiple offices while providing administrative support to other RIAs.

Wealth management Retirement income strategy General tax planning
user avatar

Jamale C

Series 65

Bowling Green, KY

Kinetic Investment Management, Inc.

Jamale Carothers is a Series 65-credentialed financial advisor with four years of industry experience, currently with Kinetic Investment Management, Inc. He previously worked at Simplicity Wealth and is involved in several real estate partnerships as well as operating Carothers Real Estate. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm employs a long-term, analytical investment approach across a broad range of asset types, including real estate and non-traded real estate investments.

Wealth management Retirement income strategy General tax planning
View complete list of advisors at this office
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